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Senior Analyst - Investment Managers

Logan Sinclair
Closing date
16 Jun 2021

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Job Details

This role sits in a new team for the business. The team has a focus on identifying new partnerships and boutique managers that can bring value to client portfolios through good investment performance and differentiate the current products compared to other providers. This role will also involve the idea generation of new partnerships and full due diligence of such opportunities.

  • Selection and monitoring of fund investments and identification of new opportunities with external managers
  • Identifying and researching specific opportunities with external asset managers
  • Meeting external fund managers to develop a qualitative view and gain a stronger understanding of the investment approach
  • Manager due diligence, both in the selection and ongoing monitoring of managers
  • Contribute to manager research database and in particular knowledge of boutique asset managers
  • Work closely with portfolio managers in the ongoing monitoring of existing and prospective fund investments
  • Contribute into buy list ideas for removal or addition

  • Good knowledge and interest in manager research
  • Relevant work experience (investment/investment-related)
  • Relevant degree and completed/studying towards the CFA (or equiv)
  • Familiarity of the main asset classes (Equities, Fixed income, Alternatives)
  • Knowledge of Bloomberg and Morningstar
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